Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,028 | $63,773-79.6% | $81,286-84.0% | $80,925-83.9% |
| Participation rate | 20.5% | 63.9%-43.4pp | 69.5%-49.0pp | 67.7%-47.1pp |
| Annual return | 12.94% | 16.37%-3.4pp | 24.80%-11.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $567 | $3,093-81.7% | $3,883-85.4% | $4,299-86.8% |
| Admin fee / account holder | $1,303 | $5,682-77.1% | $5,764-77.4% | $6,940-81.2% |